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Disclosery

L.M. KOHN & COMPANY: CWB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of L.M. KOHN & COMPANY on CWB, newest first. How the timeline and the estimate are built.

L.M. KOHN & COMPANY held 12,558 CWB shares at 2025-09-30 per its 13F-HR filed 2025-11-04.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 12,558 shares
    Change vs previous 13F -444 shares

    1.37% of the 13F portfolio, value $1,136,479.

    13F-HR 0001214659-25-015817 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-06-30
    13F 13,002 shares
    Change vs previous 13F 0 shares

    0.29% of the 13F portfolio, value $1,074,770.

    13F-HR 0001214659-25-011375 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-03-31
    13F 13,002 shares
    Change vs previous 13F -54 shares

    0.26% of the 13F portfolio, value $996,192.

    13F-HR 0001214659-25-006185 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-12-31
    13F 13,056 shares
    Change vs previous 13F -408 shares

    0.26% of the 13F portfolio, value $1,016,945.

    13F-HR 0001214659-25-001603 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-09-30
    13F 13,464 shares
    Change vs previous 13F -4,404 shares

    0.26% of the 13F portfolio, value $1,031,201.

    13F-HR 0001214659-24-019201 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-06-30
    13F 17,868 shares
    Change vs previous 13F -3,010 shares

    0.35% of the 13F portfolio, value $1,287,585.

    13F-HR 0001214659-24-013256 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-03-31
    13F 20,878 shares
    Change vs previous 13F -1,473 shares

    0.43% of the 13F portfolio, value $1,524,895.

    13F-HR 0001214659-24-007537 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-12-31
    13F 22,351 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $1,612,601.

    13F-HR 0001214659-24-002225 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).